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Portfolio (Quarterly) Guide ↗

Clear Creek Financial Management, LLC

· CIK 0001784235
13F Portfolio $1.6B AUM 643 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 84 New 281 Added 220 Reduced 49 Exited
Page 4 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SCCO SOUTHERN COPPER CORP Basic Materials 1,285.0 $224K 0.01% NEW $174.24 +11.7%
62 GMAR FIRST TR EXCHNG TRADED FD VI 5,000.0 $221K 0.01% NEW $44.24 +1.6%
63 DAL DELTA AIR LINES INC Industrials 2,349.0 $220K 0.01% NEW $93.67 -11.1%
64 FLXR TCW ETF TRUST 5,560.0 $218K 0.01% NEW $39.21 -0.5%
65 SOFI SOFI TECHNOLOGIES INC Financial Services 12,155.0 $218K 0.01% NEW $17.93 +2.7%
66 ALAB ASTERA LABS INC Technology 450.0 $217K 0.01% NEW $483.02 -40.2%
67 SCHV SCHWAB STRATEGIC TR 6,183.0 $215K 0.01% NEW $34.81 +0.7%
68 IMCG ISHARES TR 2,149.0 $211K 0.01% NEW $98.31 -0.2%
69 TT TRANE TECHNOLOGIES PLC Industrials 426.0 $209K 0.01% NEW $491.16 -7.3%
70 MFLX FIRST TR EXCHNG TRADED FD VI 12,000.0 $208K 0.01% NEW $17.37 -2.5%
71 EME EMCOR GROUP INC Industrials 246.0 $204K 0.01% NEW $829.91 -2.9%
72 IRM IRON MTN INC DEL Real Estate 1,609.0 $203K 0.01% NEW $126.31 -3.3%
73 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 526.0 $200K 0.01% NEW $380.37 -29.0%
74 PUTNAM ETF TRUST 20,000.0 $199K 0.01% NEW $9.95
75 XRP BITWISE XRP ETF Financial Services 11,621.0 $136K 0.01% NEW $11.66 +2.2%
76 ABCL ABCELLERA BIOLOGICS INC Healthcare 17,050.0 $134K 0.01% NEW $7.85 +53.0%
77 OWL BLUE OWL CAPITAL INC Financial Services 15,055.0 $132K 0.01% NEW $8.75 +34.5%
78 AGH AUREUS GREENWAY HLDGS INC Consumer Cyclical 30,000.0 $120K 0.01% NEW $3.99 +8.5%
79 SKBL SKYLINE BLDRS GROUP HLDG LTD Industrials 30,000.0 $93K 0.01% NEW $3.09 +6.8%
80 JFB JFB CONSTR HLDGS Real Estate 10,000.0 $48K 0.00% NEW $4.81 -10.6%
Page 4 of 5  ·  84 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.6%
Financial Services 21.9%
Industrials 9.3%
Consumer Cyclical 8.9%
Healthcare 6.3%
Communication Services 6.1%
Consumer Defensive 3.7%
Utilities 2.4%
Energy 2.2%
Basic Materials 1.5%